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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+15.23%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDPI
2901
DELISTED
Superior Drilling Products Inc.
SDPI
$534K ﹤0.01%
404,746
-72,141
-15% -$111K
GSM icon
2902
FerroAtlántica
GSM
$832M
$533K ﹤0.01%
259,900
-52,905
-17% -$120K
DCOY
2903
Decoy Therapeutics
DCOY
$1.92M
$532K ﹤0.01%
2
+1
+100% +$318K
CCLP
2904
DELISTED
CSI Compressco LP
CCLP
$532K ﹤0.01%
187,299
-29,501
-14% -$82.3K
CVV icon
2905
CVD Equipment Corp
CVV
$49.6M
$531K ﹤0.01%
135,184
-5,100
-4% -$21.2K
AMJ
2906
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$531K ﹤0.01%
20,800
-39,600
-66% -$989K
VRRM icon
2907
Verra Mobility
VRRM
$714M
$530K ﹤0.01%
+44,500
New +$460K
BKR icon
2908
Baker Hughes
BKR
$63.8B
$529K ﹤0.01%
19,100
-1,288,140
-99% -$32.6M
VTOL icon
2909
Bristow Group
VTOL
$1.36B
$526K ﹤0.01%
22,800
-6,750
-23% -$142K
BORN
2910
DELISTED
China New Borun Corporation
BORN
$526K ﹤0.01%
591,100
-9,300
-2% -$7.68K
RPT
2911
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$522K ﹤0.01%
43,500
-184,701
-81% -$2.3M
FGNX
2912
FG Nexus Inc
FGNX
$40.2M
$520K ﹤0.01%
791
+52
+7% +$32.4K
DOO
2913
Bombardier Recreational Products
DOO
$4.69B
$517K ﹤0.01%
18,600
-125,300
-87% -$3.58M
STKL
2914
DELISTED
SunOpta
STKL
$516K ﹤0.01%
149,200
+64,000
+75% +$248K
SPHD icon
2915
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$514K ﹤0.01%
+12,100
New +$499K
CSCI
2916
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$512K ﹤0.01%
1,101
+770
+233% +$299K
APLS
2917
DELISTED
Apellis Pharmaceuticals
APLS
$511K ﹤0.01%
+26,200
New +$412K
IPAR icon
2918
Interparfums
IPAR
$3.78B
$508K ﹤0.01%
6,700
-45,500
-87% -$3.19M
OGS icon
2919
ONE Gas
OGS
$5.05B
$507K ﹤0.01%
5,700
-34,600
-86% -$2.91M
SPTI icon
2920
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$501K ﹤0.01%
+16,600
New +$495K
YTEN
2921
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$498K ﹤0.01%
455
+27
+6% +$29.1K
VXF icon
2922
Vanguard Extended Market ETF
VXF
$32.1B
$496K ﹤0.01%
+4,300
New +$482K
STAB
2923
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$493K ﹤0.01%
293,416
+6,100
+2% +$8.99K
CLRO icon
2924
ClearOne Inc
CLRO
$15.5M
$490K ﹤0.01%
16,185
+2,000
+14% +$54.6K
OTRK
2925
DELISTED
Ontrak
OTRK
$489K ﹤0.01%
+444
New +$448K
115 116
117
118 119

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.